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With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning, estate planning and prepare full financial plans.  We offer GIC's and tax preparation as well.… Read more »
Area serviced: Campbellford, ON
7056531606
Rachel Memory - Inside Sales Western Canada 
(Life/Living Benefits and Wealth) 
CHS, CEA, AIAA, ACS - (LLQP)
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Area serviced: Vancouver, BC
236-788-1795
Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that combines mediation training and financial expertise with helping couples, families, and business partners’ work through difficult conversations leading… Read more »
Area serviced: Dartmouth, NS; Halifax, NS; East Hants, NS; Bedford, NS
902-830-7511
Taking the time to listen and learn about your personal goals and dreams is the approach I take to financial planning before any solutions are recommended.  I strive to build long term, tax efficient financial strategies that are unique to your economic… Read more »
Area serviced: Fruitvale, BC; Trail, BC
250-367-4712
250-368-2631
Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate… Read more »
Area serviced: Waterloo, ON
2267501656
As an Investment Advisor with TD Wealth Private Investment Advice.  
I service High Net Worth clients and business owners, managing their holistic financial plan.  
I focus on getting a deep understanding of all aspects relating to their financial… Read more »
Area serviced: Whitby, ON
9054208201
Area serviced: Peterborough, ON; Port Perry, ON
905-999-3195
Account Executive for Empire Life 
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Area serviced: Waterloo, ON; London, ON; Windsor, ON
6472912239
Eva-Christine is a member of Advocis, Independant Financial Brokers of Canada, Canadian Institute of Certified Executor Advisors, Canadian Association of Gift Planners and a member of STEP Canada. 
I've been in the financial industry since… Read more »
Area serviced: Newmarket, ON
9057581996
You can review the background of my company at www.olympianfinancial.com.  I am an active Chartered Professional Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning. I… Read more »
Area serviced: Toronto, ON
416-544-9791
I currently work as a Financial Planner with Vision Credit Union Ltd. and Credential Asset Management Inc. Providing tailored investment solutions and long-term strategies, is the focus of my business.  Extensive knowledge in the… Read more »
Area serviced: Camrose, AB
780-679-6201 780-678-7720